Reporting Associate

Beacon Pointe Advisors LLC; Newport Beach (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Beacon Pointe Advisors is seeking a Reporting Associate to help maintain client data for performance reporting and support internal projects. The role requires a bachelor’s degree and 1–2+ years in reporting/operations, with strong Excel and CRM experience.

You will participate in audits, manage data across systems, and support the New Account Setup process, ensuring accuracy and timely delivery of reports for internal stakeholders.

Qualifications

• Bachelor's degree required.
• 1–2+ years of reporting and operations experience.
• Experience with Tamarac and Salesforce CRM preferred.
• Advanced Excel skills and data handling ability.

Responsibilities

• Input and update client information into internal systems.
• Manage external resources for New Account Setup per policies.
• Conduct audits to ensure data accuracy.
• Monitor data synchronization between reporting system and CRM.
• Oversee reporting and billing cycles, deliver reports, audit issues.
• Daily research and assignment of security classifications from various sources.
• Support custom reporting for Alternative Investments.
• Handle CRM queue inquiries on data discrepancies.

Skills

Data entry

CRM systems

Excel

Attention to detail

Analytical skills

Education

Bachelor's degree in Analytics, Finance, or Business

Tools

Tamarac

Salesforce CRM

Job description

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

Responsibilities

• Input and updating of client information into various internal systems.
• Manage external resources who assist with the New Account Setup process and ensure it is done according to the firm’s policies & procedures.
• Conduct various audits to ensure data accuracy.
• Monitor data synchronization between reporting system and CRM.
• Oversee the firm’s reporting & billing cycles, execution and delivery of reports, and auditing and maintenance of performance issues.
• Daily research and assignment of security classifications utilizing various sources of information.
• Manage and support the custom process of reporting on Alternative Investments.
• Handle incoming CRM queue inquiries from field offices, related to the troubleshooting and review of complex account and data discrepancies.

Qualifications

• Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred).
• 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred).
• Proficiency in Microsoft Office applications (advanced Excel skills preferred).
• Proficiency in working with multiple data sets and databases.
• Advanced technical aptitude & superior troubleshooting skills.
• Strong commitment to detail with excellent organization and prioritization skills.
• Proven ability to work in a fast-paced, evolving work environment.
• Excellent interpersonal and verbal/written skills.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.